Anic Equity¶
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Total return since start: 0.626 %¶
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Equity now: -----------------------------> 49662.78 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43625.01 Kr¶
PnL: ---------------------------------------> -1250.57 Kr¶
DD now: ---------------------------------> -6.509 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 11:00:42.570805'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.410000 | 1520.550000 | 97.550000 | 6.860000 | 1423.000014 |
| Nederman Holding | 1 | -1.900000 | 207.000000 | 8.000000 | 4.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.950000 | 916.320000 | 4.320000 | 0.470000 | 912.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| ASSA ABLOY B | 4 | -0.200000 | 986.800000 | -6.200000 | -0.620000 | 993.000000 |
| OX2 | 12 | -0.660000 | 900.600000 | -8.400000 | -0.920000 | 909.000000 |
| JM | 7 | 0.070000 | 940.800000 | -9.200000 | -0.970000 | 950.000002 |
| Atrium Ljungberg B | 5 | -0.060000 | 893.500000 | -10.500000 | -1.160000 | 904.000000 |
| Biotage | 1 | -3.490000 | 137.050000 | -11.950000 | -8.020000 | 149.000000 |
| AcadeMedia | 20 | -0.780000 | 962.400000 | -15.600000 | -1.600000 | 978.000000 |
| Bufab | 3 | 0.000000 | 1059.600000 | -16.400000 | -1.520000 | 1076.000001 |
| Gränges | 10 | 0.390000 | 1022.000000 | -17.000000 | -1.640000 | 1039.000000 |
| BioGaia B | 8 | 0.550000 | 884.800000 | -19.200000 | -2.120000 | 904.000000 |
| Vitec Software Group B | 2 | -1.900000 | 1084.000000 | -20.000000 | -1.810000 | 1104.000000 |
| Vitrolife | 3 | 0.000000 | 657.000000 | -20.000000 | -2.950000 | 677.000001 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| Latour B | 4 | -1.650000 | 834.000000 | -22.000000 | -2.570000 | 856.000000 |
| Investor B | 3 | -0.280000 | 635.850000 | -22.150000 | -3.370000 | 657.999999 |
| SKF B | 5 | 0.920000 | 957.250000 | -22.750000 | -2.320000 | 980.000000 |
| Sandvik | 4 | 0.340000 | 821.200000 | -26.800000 | -3.160000 | 848.000000 |
| Sagax A | 4 | -1.830000 | 856.000000 | -30.000000 | -3.390000 | 886.000000 |
| Sagax B | 4 | -1.710000 | 853.200000 | -31.800000 | -3.590000 | 885.000000 |
| INVISIO | 15 | -0.420000 | 3540.000000 | -32.000000 | -0.900000 | 3571.999995 |
| Addnode Group B | 7 | -1.660000 | 872.900000 | -32.100000 | -3.550000 | 904.999998 |
| Hoist Finance | 36 | 0.560000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Byggmax Group | 33 | -0.280000 | 933.240000 | -33.760000 | -3.490000 | 966.999990 |
| Hexatronic Group | 15 | -1.380000 | 1030.200000 | -40.800000 | -3.810000 | 1071.000000 |
| Alimak Group | 12 | -0.740000 | 964.800000 | -42.200000 | -4.190000 | 1007.000004 |
| EQT | 4 | -2.780000 | 825.600000 | -47.400000 | -5.430000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| Orrön Energy | 170 | -3.060000 | 1991.550000 | -54.450000 | -2.660000 | 2045.999980 |
| Catena | 2 | -0.950000 | 749.200000 | -56.800000 | -7.050000 | 806.000000 |
| HEXPOL B | 8 | -4.420000 | 900.000000 | -57.000000 | -5.960000 | 957.000000 |
| Hexagon B | 26 | -0.920000 | 3352.700000 | -67.300000 | -1.970000 | 3420.000012 |
| VEF | 788 | -0.170000 | 1809.250000 | -93.750000 | -4.930000 | 1903.000300 |
| Sedana Medical | 93 | 1.600000 | 2605.860000 | -377.720000 | -12.660000 | 2983.577733 |
| TOTAL | 43637.420000 | -1238.160000 | -6.48557% | 44875.578016 |
Updated:¶
'2023-06-21 10:58:52.017105'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
